Meet Our Financial Management & Systems Design Consultants

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After finishing his tour of duty with Big 4 management consulting in the areas of system design and financial management, Peter transitioned into CFO-related work.  As Peter began to understand and meet the needs of his clients comprising a wide variety of industries in the SMB (usually B2B) market space, he gravitated towards a client service model that serves 5-8 clients concurrently.  Over the last 18 years, he has innovated and refined his proprietary Y10P operational finance methodologies with 30 companies.  He is the author of Profit Peak for Entrepreneurs: A Practical, Field-tested Guide to Maximizing Profit and Optimizing Cash Flow.  Peter enjoys rugged outdoor activities as well as tennis and basketball.

There always has to be someone on the financial team who is a repentant accountant and that member is May Lee.  Actually earning her CPA was a really smart move the rest of us have coveted over the years.  May Lee has spent her distinguished career constructing, managing and coaching financial teams to excel in high-stakes environments such as private equity ventures and distressed situations.  She is adept at systems design and has never met an accounting system she couldn't quickly conquer.  When our team needs to calm a tense situation or to settle a new controller, we send her in to get the job done.  She is a gifted historian and an outdoors adventurer and very hard to keep up with.

In addition to having more credentials than the rest of us combined, Phani's Big 4 systems design consulting career lasted the longest where he made great things happen all starting from his lengendary marker board schematics.  He is an F&A and Tax specialist with a passion and zeal to serve startups, self employed, and small businesses to make them financially successful.  His combination of financial management and systems design skills makes him a formidable double threat.  Once the entrepreneurial bug bit him, Phani built a multi-continent bookkeeping company with over 50 professionals and over 50 clients (at our last count) in his portfolio.  Among other things, he is a retired professional cricket player.

In his leadership position as Executive Marketing Director and IAR ,  Andy brings investment and professional money management experience to his clients.  In addition, he has expertise in retirement and distribution planning, estate planning and legacy planning.  Andy’s unique ability to incorporate innovative, comprehensive and effective plans to his business and individual clients sets him apart from other financial planners and investment advisors.  He is considered by his peers and other financial professionals to be in the top echelon of financial advisors.  He is sought out by, and collaborates with tax attorneys, CPA’s and estate planning attorneys in several states to assist them with their clients’ advanced planning needs.  He has received numerous awards, recognition and promotions for his quality of work and dynamic leadership.  He has trained and developed hundreds of financial professionals and has expanded his presence with offices in five states.